Unclaimed
Riley Lewis is an Investment Advisor Representative, currently registered with Equitable Advisors, LLC in Springfield, IL. Riley has been working in the financial industry for over 2 years and is licensed in the state of Illinois. Riley also works part-time as a Product Flow Specialist at Best Buy in Springfield, IL.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IL
11/22/2024 - Present
Equitable Advisors, LLC (SPRINGFIELD IL)
BC
Issued 08/09/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/06/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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